Chris Casey Email & Phone Number
Founder and CEO @ WealthTechs Inc.
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Chris Casey Location
- Fort Lauderdale, FL, US
Chris Casey Work
- Founder and CEO @ (February 2016 - Present)
- Chief Executive Officer @ Wealth Management Technologies LLC (January 2010 - February 2016)
- Founder and CEO (Lync.NET, acquired by Satuit Technologies 2010) @ (January 1996 - March 2010)
- National Accounts Manager @ (May 1989 - December 1995)
- Financial Advisor @ (January 1988 - May 1989)
- Internship @ (January 1985 - December 1987)
Chris Casey Education
- Old Dominion University
BSBA (Finance)
1983-1987
Chris Casey Skills
- Start-ups
- Investments
- Investment Advisory
- Asset Management
- Customer Service
- CRM
- Portfolio Management
- Series 7
- Entrepreneurship
- Marketing Strategy
- Financial Modeling
- Asset Managment
- Software Development
- Trading
- SaaS
- Wealth Management
- Hedge Funds
- Strategic Planning
- Project Portfolio Management
- Finance
- Investment Management
- Series 63
- Venture Capital
- Management
- Financial Services
- Equities
- Strategy
- Business Analysis
- Customer Relationship Management (CRM)
- Artificial Intelligence (AI)
- Bootstrapping
- Early-Stage Startups
- Empathy
- Financial Data Management (FDM)
- Microsoft Office
- Customer Relationship Management Crm
- Start Ups
- New Business Development
- Nursing
- Customer Relationship Management
Chris Casey Summary
- Chris Casey, based in Fort Lauderdale, FL, US, is currently a Founder and CEO at WealthTechs Inc.. Chris Casey brings experience from previous roles at Wealth Management Technologies LLC, Satuit Technologies, Advent Software and Merrill Lynch. Chris Casey holds a 1983 - 1987 BSBA in Finance @ Old Dominion University. With a robust skill set that includes Start-ups, Investments, Investment Advisory, Asset Management, Customer Service and more. Chris Casey has 2 emails and 3 mobile phone numbers on RocketReach.
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